Weekly Intelligence for Wealth Advisors
Meridian delivers a 2-page GPR and macroeconomic briefing every week — professionally written, white-labeled, ready to send. No research overhead. No generic content. Just the synthesis your HNW clients actually read.
Solo RIAs and boutique firms can't justify a full-time macro analyst. The expertise lives in their heads, not in a format clients can use.
BlackRock, Goldman, Eurasia Group — their research is excellent but not white-label, not timed, not framed for client distribution.
HNW clients at $50M–$500M AUM firms are reading the same headlines you are. They want context, not just data. They expect their advisor to have a view.
Meridian closes that gap. Every week, a 2-page synthesis — written for your firm, ready under your name.
Every Tuesday morning — your briefing lands in your inbox as a clean PDF, formatted for client distribution. No login, no portal, no friction.
Your firm name in the header. Your color scheme in the document. Clients receive it as your work — because it is your work, with our research behind it.
Our system scans geopolitical developments, capital market signals, and macro data — then produces a coherent, readable briefing in plain English. No jargon. No raw data dumps.
The US intervention in Venezuela is reshaping emerging market valuations. Our free sample report breaks down what happened, why it matters for portfolio positioning, and what independent advisors should be telling their clients right now.
For what a solo RIA bills in 45 minutes of AUM time, you get a full weekly intelligence briefing — white-labeled, ready to distribute.
84% of family offices name geopolitical risk as their top concern. Your clients are reading the same headlines. They need your view — and it needs to be better than a Bloomberg headline.